IRA Charitable Rollover

To take advantage of the charitable rollover for 2017, you will need to arrange a direct transfer from your IRA to an eligible charity such as the Education Fund by December 31 for the transfer to count against your required minimum distribution for 2017.

What gifts qualify for an IRA charitable rollover?

You must be age 70 ½ or older when you make your gift.

Your gift must come from a traditional IRA or Roth IRA account (401 (k), 403 (b), SEP IRA accounts, and other retirement accounts do not qualify.)